Example:
Geography
Equities | Bonds | Funds | |
---|---|---|---|
Geography | |||
Level 1 | User customized | User customized | User customized |
Level 2 | Country of Incorporation | Fund Focus Geography | |
Level 3 | Country of Incorporation | ||
Asset Class | |||
Level 1 | User customized | User customized | User customized |
Level 2 | |||
Level 3 | |||
Sub-Asset Class | |||
Level 1 | User customized | User customized | User customized |
Level 2 | |||
Level 3 | |||